Responsibilities:

• Works in partnership with international private banks to deliver wealth management propositions that integrate individual insurance plans into their overall wealth planning solutions for ultra high net worth (UHNW) individuals.
• Responsible for develop relationships with Private Bankers and other Referral Sources with the assigned territories.
• Work closely with Private Banks to introduce universal life insurance and other insurance solutions to UHNW clients.
• Communicate with insurer to smooth-en the progress of policies applications and completion.
• Working with Private Bankers strengthening the relationship with existing customer for retention and future cross-sell opportunity.

Requirements:

• Degree holder.
• Minimum 6+ years work experience preferably in insurance, banking, trust, tax and audit industries.
• Proof track record dealing with UHNW clients.
• Good knowledge on dealing with UHNW Private Banker and Private Banking clients.
• Mature, creative and dynamic individual who is also a team player.
• Excellent influencing, presentation and interpersonal skills.
• Must have excellent communication skills in Mandarin and English.

Only short-listed candidates will be notified.